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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,861 | $72,446-85.0% | $67,561-83.9% | $145,877-92.6% |
| Participation rate | 65.2% | 76.9%-11.6pp | 72.9%-7.7pp | 80.3%-15.1pp |
| Annual return | -31.24% | 7211.98%-7243.2pp | 3525.44%-3556.7pp | 551.28%-582.5pp |
| Employer contribution / active EE | $542 | $3,072-82.4% | $2,735-80.2% | $4,663-88.4% |
| Participant deferral / active EE | $2,248 | $4,785-53.0% | $4,003-43.8% | $6,691-66.4% |
| Admin fee / account holder | $6,227 | $5,541+12.4% | $4,006+55.5% | $13,402-53.5% |